Trust uw Dorothy Wagner Wallis
Trust uw Dorothy Wagner Wallis is a private foundation, based in Baltimore, MD. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $893K in total assets. In 2025, it awarded 7 grants totaling $82K. Net investment income was $76K.
Trust uw Dorothy Wagner Wallis at a glance
In short: Trust uw Dorothy Wagner Wallis gave $82K across 7 grants in 2025 (avg $12K), mostly in Maryland. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $81,846
- -49.7% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $11,692
- -42.5% vs 2024
- Median grant
- $5,000
- Total assets
- $892,505
- -1.3% vs 2024
- Primary geography
- Maryland (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Trust uw Dorothy Wagner Wallis funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Baltimore Museum of Art ($50K). Together the top 7 received $82K.
Grant Size Distribution
39 grants across all recorded years
The most common grant size was under $50K: 34 grants of 39 (87%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Trust uw Dorothy Wagner Wallis gives
- Giving held roughly steady from 2022 to 2025 (−18%). Method
- In 2025 it paid out 51% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $74K (2020) to $450K (2021). In 2025 it made 7 grants totaling $82K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Baltimore Museum of Art Baltimore, MD | unrestricted | $50,000 |
| Action in Maturity Inc Baltimore, MD | unrestricted | $10,346 |
| Goodwill Industries of the Chesapeake Inc Baltimore, MD | unrestricted | $5,000 |
| Maryland SPCA Baltimore, MD | unrestricted | $5,000 |
| The League for People with Disabilities Inc Baltimore, MD | unrestricted | $5,000 |
| The Salvation Army Baltimore, MD | unrestricted | $5,000 |
| Friends of Boroume Inc Baltimore, MD | unrestricted | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $892,505 | $100,330 | $111,793 | $81,846 | 7 | $85,972 | $75,511 | $167,014 |
| 2024 | $903,968 | $96,081 | $192,131 | $162,807 | 8 | $166,795 | $72,057 | $164,624 |
| 2023 | $993,765 | $110,910 | $454,627 | $425,681 | 7 | $429,871 | $87,083 | $156,041 |
| 2022 | $1,040,303 | $93,106 | $131,401 | $99,574 | 8 | $104,117 | $66,834 | $179,497 |
| 2021 | $1,078,598 | $83,364 | $482,662 | $449,547 | 9 | $453,785 | $72,821 | $192,488 |
| 2020 | $1,276,106 | $148,324 | $108,787 | $74,410 | 7 | — | $124,043 | $165,814 |
Under IRS private-foundation payout rules, Trust uw Dorothy Wagner Wallis reported a distributable amount of $167K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Trust uw Dorothy Wagner Wallis is led by Frederick S Koontz, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Frederick S Koontz
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Trust uw Dorothy Wagner Wallis
How much does Trust uw Dorothy Wagner Wallis give each year?
Trust uw Dorothy Wagner Wallis gave $82K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $163K across 8 grants.
What is Trust uw Dorothy Wagner Wallis's typical grant size?
Trust uw Dorothy Wagner Wallis's median grant in 2025 was $5,000, and its average grant was $11,692, across 7 grants on its 2025 IRS Form 990-PF.
Where does Trust uw Dorothy Wagner Wallis give grants?
Trust uw Dorothy Wagner Wallis gives mostly in Maryland: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Baltimore, MD (7 grants).
Does Trust uw Dorothy Wagner Wallis give general operating support?
Yes: 100% of Trust uw Dorothy Wagner Wallis's 2025 grants with a stated purpose (7 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Trust uw Dorothy Wagner Wallis's largest grantees?
Trust uw Dorothy Wagner Wallis's largest 2025 grantees include Baltimore Museum of Art ($50,000), Action in Maturity Inc ($10,346) and Goodwill Industries of the Chesapeake Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.
How large is Trust uw Dorothy Wagner Wallis?
Trust uw Dorothy Wagner Wallis reported $893K in total assets on its 2025 IRS Form 990-PF. It paid out $86K in qualifying distributions that year, against a required minimum of $167K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Trust uw Dorothy Wagner Wallis's EIN?
Trust uw Dorothy Wagner Wallis's EIN (Employer Identification Number) is 52-6605828. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 5, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 26, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS April 24, 2026)
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